Whitebox Advisors’s Lumen LUMN Stock Holding History

Whitebox Advisors’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.3M	Sell	3,500,000 -800,000	-19%	-$6.05M	0.3%	56
2025 Q4	$33.4M	Hold	4,300,000	–	–	0.47%	48
2025 Q3	$26.3M	Hold	4,300,000	–	–	0.41%	48
2025 Q2	$18.8M	Hold	4,300,000	–	–	0.4%	62
2025 Q1	$16.9M	Sell	4,300,000 -500,000	-10%	-$2.49M	0.44%	66
2024 Q4	$25.5M	Sell	4,800,000 -1,000,000	-17%	-$6.9M	0.74%	38
2024 Q3	$41.2M	Buy	5,800,000 +4,300,000	+287%	+$18.4M	1.12%	24
2024 Q2	$1.65M	Hold	1,500,000	–	–	0.05%	129
2024 Q1	$2.34M	Sell	1,500,000 -1,500,000	-50%	-$2.34M	0.06%	109
2023 Q4	$5.49M	Hold	3,000,000	–	–	0.15%	87
2023 Q3	$4.26M	Hold	3,000,000	–	–	0.13%	91
2023 Q2	$6.78M	Buy	3,000,000 +1,500,000	+100%	+$3.3M	0.18%	79
2023 Q1	$3.98M	Buy	+1,500,000	New	+$6.05M	0.14%	92
2021 Q3	–	Sell	-500,000	Closed	-$6.79M	–	652
2021 Q2	$6.79M	Buy	+500,000	New	+$6.9M	0.14%	72

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Whitebox Advisors's LUMN Position: Q1 2026 in Review

Whitebox Advisors opened a new position in Lumen (LUMN) in Q1 2026: 20,000 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Whitebox Advisors held 20,000 shares of Lumen worth $139K as of Q1 2026.
Lumen was a new Whitebox Advisors position in Q1 2026.
Lumen made up ﹤0.01% of Whitebox Advisors's portfolio in Q1 2026, its #359 holding.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Whitebox Advisors's 13F filing for Q1 2026, filed 15 May 2026.